Burkett Financial Services’s Warner Bros WBD Stock Holding History

Burkett Financial Services’s Portfolio WBD Stock Details WBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$383K	Hold	14,357	–	–	0.12%	40
2026 Q1	$394K	Hold	14,357	–	–	0.14%	39
2025 Q4	$414K	Sell	14,357 -1,351	-9%	-$31.6K	0.14%	40
2025 Q3	$307K	Buy	15,708 +2,057	+15%	+$28K	0.11%	45
2025 Q2	$156K	Hold	13,651	–	–	0.06%	54
2025 Q1	$146K	Hold	13,651	–	–	0.06%	54
2024 Q4	$144K	Hold	13,651	–	–	0.06%	50
2024 Q3	$113K	Hold	13,651	–	–	0.05%	59
2024 Q2	$102K	Hold	13,651	–	–	0.05%	57
2024 Q1	$119K	Sell	13,651 -700	-5%	-$6.75K	0.06%	56
2023 Q4	$163K	Buy	+14,351	New	+$155K	0.09%	48

Other funds holding WBD

Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Samson Rock Capital London, United Kingdom $45.6M AUM 86.17% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return